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Deleting, Editing, and Updating Values for an Investment

Modified on: Tue, 26 Jun, 2018 at 3:23 PM

You can Delete, Edit, or Update Values to an Investment by first accessing the MS-10 ledger from either the primary navigationor from the blue "MS-10 Ledger" button on the dashboard or Home screen. Then, expand the investment you want to edit or delete by clicking its title on the Investment list.

Edit Investment

To edit the investment, click the blue "Edit Investment" link, the middle link on the upper left side of the expanded investment information.

The next page will allow you to edit the Name of Investment, Number of Shares, and Type of Investment.

When you've finished making edits to the investment, click the green "Save" button to save the changes and be brought back to the MS-10 Ledger Dashboard, or the yellow "Cancel" button to discard whichever changes had been made.

Update Values

To update the values, click the blue "Update Values" link, on the right of the links in the upper left corner of the expanded investment information.

On the next page, you can edit any of the currency values pertaining to the investment.

Once you're in the "Update Values" interface, you can use the buttons along the bottom of the interface, to the left and right, to navigate between investments and update their values at once. Clicking "Next" and "Previous" will bring you to the next investment in either direction, and "First" and "Last" will take you to the first or last investment.

When you've finished updating the values, click the green "Save" button to save the changes and be brought back to the MS-10 Ledger Dashboard, or the yellow "Cancel" button to discard whichever changes had been made.

Delete Investment

To delete the investment, click the red "Delete Investment" link on the upper right side of the expanded investment information. Clicking this will pop up a confirmation verifying you wish to delete the investment. Click "Yes" to permanently delete the investment, or "No" to discard.